RIA Intel›Advisers›Virginia›DAVID B. BRANDOLPH, J.D., CFP

DAVID B. BRANDOLPH, J.D., CFP

Advisory

VA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account
$202K
across 10 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM
$2M
Discretionary %
70.1%
Clients
—
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$1M
Non-Discretionary AUM$604K
Discretionary %70.1%
Total Clients—
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InTX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

EVERMAN PROSPERITY LLC
$2M
MISSIONS SERVICES, LLC
$2M
E J FINANCIAL CORP.
$2M
VINCENT C. LUCAS, C.P.A., P.C.
MCLEAN, VA
$2M
CLEARVUE FINANCIAL PLANNING, LLC
$2M
NORTH HILL ASSET MANAGEMENT, LLC
GLEN ALLEN, VA
$2M

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